Advisor, Securities

Desjardins; Estrie; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Pension plan

Group insurance with telemedicine

Telework equipment

Job summary

Desjardins is seeking a securities advisor to build and maintain strong relationships with members and clients across multiple channels. You will analyze client needs, develop personalized investment solutions, and promote a broad range of securities products including mutual funds, ETFs and structured products.

You will establish advisory relationships, set strategic goals, and work to balance sales objectives with prudent risk management and client satisfaction.

Qualifications

• College diploma in a related field.
• A minimum of three years of relevant experience.
• To be registered, or eligible for registration, as a Registered Representative with CIRO.
• Proficiency of French both oral and written.
• Interpersonal Savvy and commitment to equity, diversity, inclusion and accessibility.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Set goals and advise members and clients on the best solutions and strategies.
• Analyze and meet complex client needs, handle requests and follow up as needed.
• Collect, compile and analyze data.
• Prepare reports and recommendations.
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Skills

Interpersonal Savvy

Action Oriented

Customer Focus

Drive Results

Nimble Learning

EDI and Accessibility

French Proficiency

Education

College diploma in a related field

Job description

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential.

More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

What we offer

• Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

• College diploma in a related field
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• To be registered, or eligible for registration, as a Registered Representative with CIRO
• Profiency of French both oral and written
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
• Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable) Job Family Member/client sales and service (FG)

Unposting Date 2026-11-12

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

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